Overview

We are a private wealth management firm that has clients in 24 states across the country. Our team of 2 advisors and 7 support staff have over 175 years experience in comprehensive wealth management for affluent families. We provide a robust client experience. We are looking to acquire a practice, regardless of location, that will assimilate with our client first, intimate relationship style of holistic wealth management. Any purchase of a practice would be entirely self-funded and not contingent on any outside financing.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
1,504 days old

Business Data

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